Top 853 Client associate Jobs in Glendale, Co

Senior Client Service Associate
R. Kent Harris & Associates, LTD —Englewood, CO
- $69,798 - $90,614 a year
- Full-time
- Microsoft PowerPoint
- Microsoft Excel
- Microsoft Outlook
- Health insurance
Quick Apply
Client Service Associate / Administrative Assistant
New City Family Office —Golden, CO
- $55,000 - $75,000 a year
- Full-time
- Mid-level
- Office
- Administrative experience
- Health insurance
- Dental insurance
Quick Apply
Trading and Client Operations Associate - Dechtman Wealth Management
HighTower Advisors —Centennial, CO
- $75,000 - $85,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Paid parental leave
- Health savings account
Quick Apply
4d
Client Service Associate - Non-Registered
Stifel —Greenwood Village, CO
- $47,000 - $62,000 a year
- Full-time
- Microsoft Outlook
- Office
- Administrative experience
- Health insurance
- Dental insurance
2d
Client Success Associate
Grantd Equity Inc. —Denver, CO
- $50,000 - $65,000 a year
- Full-time
- Hybrid work
- Customer service
- Finance
- Bachelor's degree
- Paid holidays
- Health insurance
Quick Apply
3d
Client Service Associate
BOK Financial —Denver, CO
- $65,000 - $75,000 a year
- Research
- Mid-level
- Office
1d
PBM Client Success Associate
Rightway —Denver, CO
- $55,000 - $75,000 a year
- Remote
- Google Workspace
- Mid-level
- Bachelor's degree
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Client Success Associate, Navigation
Rightway —Denver, CO
- $64,000 - $80,000 a year
- Mid-level
- 3 years
- Bachelor's degree
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Client Service Associate
Beacon Pointe Advisors LLC —Denver, CO
- $55,000 - $60,000 a year
- Office
- Finance
- Analysis skills
Client Service Associate — Front Desk / Client Experience Team
Clean Your Dirty Face —Denver, CO
- From $20 an hour
- Part-time
- High school diploma or GED
- In-person
- Entry level
- 401(k)
- 401(k) matching
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2d
Client Management Associate II
CAPTRUST —Greenwood Village, CO
- $65,000 - $72,000 a year
- Full-time
- Microsoft Word
- Mid-level
- Office
- Health savings account
- Disability insurance
Client Services Associate
TBK Bank —Denver, CO
- $19.29 - $22.67 an hour
- Full-time
- 18 years or older
- English
- Office
- Health insurance
- Dental insurance
Client Services Associate
PTMA Financial Solutions —Denver, CO
- $27 - $32 an hour
- Full-time
- Microsoft Outlook
- Data analysis skills
- Mid-level
Quick Apply
5d
Client Services Associate
Triumph Financial —Denver, CO
- $19.29 - $22.67 an hour
- Full-time
- 18 years or older
- English
- Office
- Health insurance
- Dental insurance
Client Service Associate (Teller) 40 hours - Denver, CO
Vectra Bank Colorado —Denver, CO
- $20.00 - $22.50 an hour
- Full-time
- Basic math
- Office
- High school diploma or GED
- Profit sharing
- Paid training
Sales Associate I
Coach —Denver, CO
- $15.00 - $24.25 an hour
- Weekends as needed
- Computer literacy
- Merchandising
- English
- Commuter assistance
- Paid parental leave
Associate Caseworker
Jefferson County Colorado —Golden, CO
- $24.23 - $28.00 an hour
- Online Application
- Spanish
- Computer literacy
- Research
- Paid holidays
- Health insurance
5d
Transaction Associate Attorney (4-7 years)
Hackstaff Snow Atkinson & Griess LLC —Greenwood Village, CO
- $115,000 - $150,000 a year
- Full-time
- Background check
- Mid-level
- Analysis skills
- Free parking
- Disability insurance
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Associate Attorney
The Hustead Law Firm —Denver, CO
- $125,000 - $190,000 a year
- Full-time
- Writing skills
- Research
- Mid-level
- Disability insurance
- Health insurance
Quick Apply
ASSOCIATE ATTORNEY – PERSONAL INJURY
Zaner Law —Denver, CO
- $125,000 - $150,000 a year
- Email
- Writing skills
- Mid-level
- Microsoft Office
- Paid holidays
- Health insurance
Quick Apply

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client associate jobs near glendale, co

Senior Client Service Associate

R. Kent Harris & Associates, LTD -
Englewood, CO

Quick Apply

Job Details

Full-time
$69,798 - $90,614 a year

Benefits

Health insurance

Qualifications

Microsoft PowerPoint
Microsoft Excel
Microsoft Outlook
Customer service
Research
Bachelor's degree
Financial product expertise
Financial services
Time management

Full Job Description

Senior Client Service Associate

Summary

The Senior Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors’ time. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner. The Senior Client Service Associate is also responsible for directing and managing Client Service support staff.

Essential Duties and Responsibilities

Manage firm operations and supervise tasks/responsibilities of support staff
Coach and develop team members; establish clear expectations, emphasizing accountability, conduct regular performance evaluations, and provide quality and timely feedback
Manage client needs regarding service, trading, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards
Research products, pricing, and complex issue resolution
Deepen client relationships and establish credibility and rapport both in-person and via phone identify potential benefits and services to enhance customers’ financial relationships
Has regular contact with clients regarding their accounts, allocations, and servicing; can clearly articulate potentially complex processes and/or concepts to customers
Maintain CRM database; define and ensure adherence to appropriate client service models
Manage multiple and competing priorities on a daily basis in pursuit of business objectives
Other responsibilities as assigned by the Financial Advisor

Supervisory Responsibilities: Supervise Client Service Associate and Client Relationship Administrator

Knowledge, Skills, and/or Abilities

Advanced computer skills (Outlook, Word, Excel and Power Point) are essential
Experience with financial planning/reporting software preferred
Excellent communication skills, both verbally and in writing
Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once
Ability to build relationships with clients and internal partners and influence others with or without direct control

Education and/or Experience

Bachelor’s degree in a business-related field preferred
The ideal candidate will have 5+ years of experience in the financial services industry allowing for a good understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
Previous experience in the independent financial services culture preferred
Management experience a plus

Salary

Competitive Compensation Package

Job Type: Full-time

Pay: $69,798.00 - $90,614.00 per year

Benefits:

Health insurance

Education:

Bachelor's (Preferred)

Experience:

Financial services: 3 years (Required)
Customer service: 3 years (Required)
Good understanding of Financial Services Products: 2 years (Required)

Work Location: In person

Quick Apply

Refine Your Search

client associate jobs in glendale, co

Senior Client Service Associate

Client Service Associate / Administrative Assistant

Trading and Client Operations Associate - Dechtman Wealth Management

Client Service Associate - Non-Registered

Client Success Associate

Client Service Associate

PBM Client Success Associate

Client Success Associate, Navigation

Client Service Associate

Client Service Associate — Front Desk / Client Experience Team

Client Management Associate II

Client Services Associate

Client Services Associate

Client Services Associate

Client Service Associate (Teller) 40 hours - Denver, CO

Sales Associate I

Associate Caseworker

Transaction Associate Attorney (4-7 years)

Associate Attorney

ASSOCIATE ATTORNEY – PERSONAL INJURY

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